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Julie Holton 2017-10-20T15:21:18+00:00

Julie Holton - Director - National Sales and Administration - Swan Global Investments

Con­tact Julie Holton at x 204

Julie Holton

Direc­tor of Nation­al Sales and Admin­is­tra­tion

Julie Holton man­ages the Inter­nal Sales Desk for Swan Glob­al Invest­ments and part­ners with the exter­nal whole­salers to make sure our clients receive a supe­ri­or ser­vice mod­el.

Pri­or to join­ing Swan, Julie spent almost three decades at UBS Finan­cial Ser­vices, Inc. and its pre­de­ces­sor firms: Paine Weber, J. C. Brad­ford & Co. and Essex Com­pa­ny.  With roles rang­ing from munic­i­pal bond trad­ing, sales desk con­sul­tant, Com­plex Sales Man­ag­er, Assis­tant Com­plex Man­ag­er and Branch Man­ag­er, Julie’s abil­i­ty to think like the advi­sor direct­ly ben­e­fits our goal of help­ing advi­sors help their clients.